LENAWEE COMMUNITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LENAWEE COMMUNITY FOUNDATION (EIN 38-6095474)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-01-28
- IRS object ID
- 201320289349300807
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-28T12:20:53-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERTSON EATON & OWEN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 NORTH MAIN STREET | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386095474 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENAWEE COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LENA | NameControl |
| Phone | 5174231729 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 142 | AddressLine1 |
| City | TECUMSEH | City |
| State | MI | State |
| ZIP Code | 49286 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUANN HAMMERSMITH | Name |
| Title | PRESIDENT | Title |
| Phone | 5174231729 | Phone |
| Date Signed | 2013-01-24 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY E OWEN | Name |
| Phone | 5172656154 | Phone |
| Date Prepared | 2013-01-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUANN HAMMERSMITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 142 | AddressLine1 |
| City | TECUMSEH | City |
| State | MI | State |
| ZIP Code | 49286 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5374018 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LENAWEECF.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE SCHOLARSHIPS AND GRANTS FOR CHARITABLE AND EDU- CATIONAL PURPOSES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 99 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1832990 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 761567 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1016189 | InvestmentIncomePriorYear |
| Investment Income Current Year | 619823 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9449 | OtherRevenuePriorYear |
| Other Revenue Current Year | 44933 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2858628 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1426323 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1529237 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1263323 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 163078 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 183385 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 39931 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 83079 | OtherExpensePriorYear |
| Other Expenses Current Year | 102724 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1775394 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1549432 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1083234 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -123109 | RevenuesLessExpensesCY |
| Total Assets BOY | 15731864 | TotalAssetsBOY |
| Total Assets EOY | 18965901 | TotalAssetsEOY |
| Total Liabilities BOY | 2197585 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3615090 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13534279 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15350811 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE SCHOLARSHIPS AND GRANTS FOR CHARITABLE AND EDU- CATIONAL PURPOSES | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 83255 | Expense |
| Grants | 83255 | Grants |
| Description | PROVIDING EDUCATIONAL SCHOLARSHIPS TO ELIGIBLE STUDENTS FROM LENAWEE COUNTY | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1381114 | Expense |
| Grants | 601941 | Grants |
| Description | RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE, EDUCATIONAL,AND SCIENTIFIC PURPOSES, INCLUDING, BUT NOT LIMITED TO THE PROMOTION AND SUPPORT OF EDUCATION, COMMUNITY DEVELOPMENT, ART AND CULTURE, HEALTH SOCIAL SERVICE AND CIVIC AFFAIRS. ALSO, PROVIDE INTERNAL PROGRAM SERVICES- GRANT MAKING FOR NON-PROFIT PROGRAMS AND CAPACITY BUILDING; LENAWEE YOUTH COUNCIL; LENAWEE YOUTH LEADERSHIP; VOLUNTEER LENAWEE;LENAWEE IMAGINATION LIBRARY; HUNTERS HELPING LENAWEE | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1464369 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUANN HAMMERSMITH | NamePerson |
| Telephone Number | 5174231729 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 N EVANS STREET | AddressLine1 |
| City | TECUMSEH | City |
| State | MI | State |
| ZIP Code | 49286 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID HICKMAN | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| CHARLES GROSS | ||||||
| VICE CHAIR | 0.25 | X | X | 0 | 0 | 0 |
| SCOTT HILL | ||||||
| SECRETARY | 0.25 | X | X | 0 | 0 | 0 |
| JIM KAPNICK | ||||||
| TREASURER | 0.25 | X | X | 0 | 0 | 0 |
| FRANK DICK | ||||||
| DIRECTOR | 0.25 | X | 0 | 0 | 0 | |
| SUSAN GOLDSEN | ||||||
| DIRECTOR | 0.25 | X | 0 | 0 | 0 | |
| DR CARLTON COOK | ||||||
| DIRECTOR | 0.25 | X | 0 | 0 | 0 | |
| ALISSA REEDER | ||||||
| DIRECTOR | 0.25 | X | 0 | 0 | 0 | |
| ERNIE GROEB | ||||||
| DIRECTOR | 0.25 | X | 0 | 0 | 0 | |
| BOB VOGEL | ||||||
| DIRECTOR | 0.25 | X | 0 | 0 | 0 | |
| ELI FRANCOUER | ||||||
| DIRECTOR | 0.25 | X | 0 | 0 | 0 | |
| JACK PATTERSON | ||||||
| DIRECTOR | 0.25 | X | 0 | 0 | 0 | |
| SUANN HAMMERSMITH | ||||||
| PRESIDENT & | 40.00 | X | 83720 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 83720 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 761567 | AllOtherContributions |
| Total Contributions | 761567 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 400578 | TotalRevenueColumn |
| Exclusion | $400,578 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4166940 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3947695 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 219245 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 219245 | TotalRevenueColumn |
| Related Or Exempt Function Income | 219245 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES AND FUNDRAISER INCOME | Description |
| Total Revenue Column | 44933 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44933 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 44933 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1426323 | TotalRevenueColumn |
| Related Or Exempt Function Income | 264178 | RelatedOrExemptFunctionIncome |
| Exclusion | $400,578 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1180068 | Total |
| Program Services | 1180068 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83255 | Total |
| Program Services | 83255 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136113 | Total |
| Program Services | 87113 | ProgramServices |
| Management And General | 25861 | ManagementAndGeneral |
| Fundraising | 23139 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10291 | Total |
| Program Services | 6587 | ProgramServices |
| Management And General | 1955 | ManagementAndGeneral |
| Fundraising | 1749 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25860 | Total |
| Program Services | 16550 | ProgramServices |
| Management And General | 4914 | ManagementAndGeneral |
| Fundraising | 4396 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11121 | Total |
| Program Services | 7117 | ProgramServices |
| Management And General | 2113 | ManagementAndGeneral |
| Fundraising | 1891 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2157 | Total |
| Program Services | 1380 | ProgramServices |
| Management And General | 410 | ManagementAndGeneral |
| Fundraising | 367 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472 | Total |
| Program Services | 302 | ProgramServices |
| Management And General | 90 | ManagementAndGeneral |
| Fundraising | 80 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 505 | Total |
| Management And General | 505 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2218 | Total |
| Program Services | 1420 | ProgramServices |
| Management And General | 421 | ManagementAndGeneral |
| Fundraising | 377 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| VOLUNTEER PROGRAM | 50718 | 50718 | ||
| CONTRACTED SERVICES | 8051 | 5152 | 1530 | 1369 |
| ANNUAL MEETING | 7664 | 4905 | 1456 | 1303 |
| PRINTING | 7552 | 4833 | 1435 | 1284 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23387 | Total |
| Program Services | 14969 | ProgramServices |
| Management And General | 4442 | ManagementAndGeneral |
| Fundraising | 3976 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1549432 | Total |
| Program Services | 1464369 | ProgramServices |
| Management And General | 45132 | ManagementAndGeneral |
| Fundraising | 39931 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6671 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 451076 | BOY |
| EOY | 1562269 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14284 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1846925 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2827 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465268 | BOY |
| EOY | 1844098 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14794354 | BOY |
| EOY | 15559113 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211 | BOY |
| EOY | 421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15731864 | BOY |
| EOY | 18965901 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9809 | BOY |
| EOY | 11719 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1396823 | BOY |
| EOY | 1446262 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1404336 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790953 | BOY |
| EOY | 752773 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2197585 | BOY |
| EOY | 3615090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 354560 | BOY |
| EOY | 483828 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11561253 | BOY |
| EOY | 13002123 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1618466 | BOY |
| EOY | 1864860 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13534279 | BOY |
| EOY | 15350811 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15731864 | BOY |
| EOY | 18965901 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -123109 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1939641 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2112469 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 781668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2588441 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1832990 | CurrentTaxYearMinus1Year |
| Current Tax Year | 761567 | CurrentTaxYear |
| Total | 8077135 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2112469 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 781668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2588441 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1832990 | CurrentTaxYearMinus1Year |
| Current Tax Year | 761567 | CurrentTaxYear |
| Total | 8077135 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 8077135 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 433496 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 407213 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 359573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 429313 | CurrentTaxYearMinus1Year |
| Current Tax Year | 400578 | CurrentTaxYear |
| Total | 2030173 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20319 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7510 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9449 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44933 | CurrentTaxYear |
| Total | 91106 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10198414 | TotalSupport |
| Gross Receipts From Admissions Etc | 91106 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79200 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83640 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 11 | NumberDAFsHeld |
| Number Funds Held | 69 | NumberFundsHeld |
| Donor Advised Contributions | 26739 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 93960 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 311944 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 279836 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 819949 | AggregateDAFValue |
| Aggregate Fund Value | 4610431 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12714241 | BeginningOfYearBalance |
| Contributions | 125354 | Contributions |
| Investment Earnings Or Losses | 2255705 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 557296 | GrantsOrScholarships |
| Other Expenditures | 90648 | OtherExpenditures |
| Administrative Expenses | 45134 | AdministrativeExpenses |
| End Of Year Balance | 14402222 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13233385 | BeginningOfYearBalance |
| Contributions | 270460 | Contributions |
| Investment Earnings Or Losses | -330287 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 327460 | GrantsOrScholarships |
| Other Expenditures | 88679 | OtherExpenditures |
| Administrative Expenses | 43178 | AdministrativeExpenses |
| End Of Year Balance | 12714241 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10987867 | BeginningOfYearBalance |
| Contributions | 1443280 | Contributions |
| Investment Earnings Or Losses | 1222788 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 203374 | GrantsOrScholarships |
| Other Expenditures | 166693 | OtherExpenditures |
| Administrative Expenses | 50483 | AdministrativeExpenses |
| End Of Year Balance | 13233385 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.12900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.87100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1379336 | OtherCostOrOtherBasis |
| Book Value | 1379336 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7589 | OtherCostOrOtherBasis |
| Depreciation | 2827 | Depreciation |
| Book Value | 4762 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 460000 | InvestmentCostOrOtherBasis |
| Book Value | 460000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1844098 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY PAYABLE | Description |
| Amount | $752,773 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 752773 | TotalOfAmounts |
| Total Revenue | 1426323 | TotalRevenue |
| Total Expenses | 1549432 | TotalExpenses |
| Excess Or Deficit For Year | -123109 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1989080 | NetUnrealizedGLOnInvestments |
| Other | -$49,439 | OtherAmount |
| Total Adjustments | 1939641 | TotalAdjustments |
| Excess Or Deficit Per FS | 1816532 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2745967 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1989080 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 91800 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -761236 | OtherRevenues |
| Revenue Not Rptd F990 | 1319644 | RevenueNotRptdF990 |
| Revenue Subtotal | 1426323 | RevenueSubtotal |
| Total Revenue Per Form990 | 1426323 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 929435 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 91800 | DonatedServicesUseOfFacilities |
| Other Expenses Included | -711797 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -619997 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1549432 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1549432 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ESCROW LIABILITY ARRANGEMENT EXPLANATION | SCHEDULE D, PAGE 2, PART IV, LINE 2B | LENAWEE COMMUNITY FOUNDATION RECEIVES FUNDS FOR THE BENEFIT AND SUPPORT OF NONPROFIT (IRS CODE 501(C)3)ORGANIZATIONS. ALSO, THE FOUNDATION SERVES AS AN AGENT IN HANDLING FUNDS FOR SPECIAL PROJECTS WHICH BENEFIT THE COMMUNITY. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | REVENUE RELATED TO AGENCY ACTIVITY -761,236 EXPENSES RELATED TO AGENCY ACTIVITY 711,797 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | REVENUE RELATED TO AGENCY ACTIVITY -761,236 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | EXPENSES RELATED TO AGENCY ACTIVITY -711,797 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ADRIAN AREA CHAMBER OF COMMERCE | |||||||
| 136 E MAUMEE ST STE 15 | ADRIAN | MI | 49221 | 010754398 | 6 | 7900 | ECONOMIC DEVELOPMENT |
| ADRIAN SCHOOLS EDUC FOUNDATION | |||||||
| 785 RIVERSIDE AVE | ADRIAN | MI | 49221 | 382760130 | 3 | 7500 | EDUCATION |
| ADRIAN SYMPHONY ORCHESTRA | |||||||
| 110 S MADISON ST | ADRIAN | MI | 49221 | 382435775 | 3 | 5785 | PERFORMING ARTS |
| COMMUNITY ARTS OF TECUMSEH | |||||||
| 804 N EVANS ST | TECUMSEH | MI | 49286 | 386095474 | 3 | 5500 | VISUAL ARTS |
| FAMILY COUNSELING & CHILD SERVS | |||||||
| 220 N MAIN ST | ADRIAN | MI | 49221 | 381660960 | 3 | 9143 | HUMAN SERVICES |
| GOODWILL INDUSTRIES OF SE MI | |||||||
| 1357 DIVISION ST | ADRIAN | MI | 49221 | 381646249 | 3 | 50000 | CAPITAL PROJECT |
| HERRICK MEMORIAL HOSPITAL FOUND | |||||||
| 500 E POTTAWATAMIE ST | TECUMSEH | MI | 49286 | 383076106 | 3 | 165881 | CAPITAL PROJECT |
| LEN CO EDUCATION FDN | |||||||
| 4107 N ADRIAN HWY | ADRIAN | MI | 49221 | 382644523 | 3 | 14806 | EDUCATION |
| LEN ECON DEVEL CORP | |||||||
| 5285 W US HWY 223 | ADRIAN | MI | 49221 | 382644523 | 6 | 53145 | ECONOMIC DEVELOPMENT |
| ONSTED COMMUNITY REC COMM | |||||||
| PO BOX 39 | ONSTED | MI | 49265 | 382282651 | 3 | 6000 | YOUTH DEVELOPMENT |
| PROMEDICA PHYSICIANS & CONTINUUM SR | |||||||
| 5855 MONROE ST | SYLVANIA | OH | 43560 | 341880767 | 3 | 250000 | CAPITAL PROJECT |
| SIENA HEIGHTS UNIVERSITY | |||||||
| 1247 E SIENA HEIGHTS DR | ADRIAN | MI | 49221 | 381366958 | 3 | 6500 | EDUCATION |
| TECUMSEH CENTER FOR THE ARTS | |||||||
| 309 E CHICAGO BLVD | TECUMSEH | MI | 49286 | 386007206 | GOV | 13939 | PERFORMING ARTS |
| TECUMSEH FIREFIGHTER'S FOUNDATION | |||||||
| 101 E RUSSELL RD | TECUMSEH | MI | 49286 | 383593074 | 3 | 5842 | COMMUNITY SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 114 | NumberOfRecipients |
| Amount Of Cash Grant | 83255 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS- GRANT RECIPIENTS ARE REQUIRED TO PROVIDE REPORTS TO THE FOUNDATION THAT PROVIDE PROGRAM AND BUDGET INFORMATION. ALL SCHOLARSHIP AWARDS ARE PAYABLE TO A COLLEGE OR UNIVERSITY, SO IF THE STUDENT IS NOT ENROLLED, THE FUNDS ARE REFUNDED TO THE FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FIRST THREE PAGES OF THE FORM 990 WAS INCLUDED IN THE BOARD PACKET MAILED TO EACH DIRECTOR PRIOR TO THE JANUARY MEETING, A COPY OF THE FULL FORM 990 WAS SCANNED AND E-MAILED TO EACH DIRECTOR FOR HIS/HER REVIEW. AT THE JANUARY BOARD MEETING, THE FULL BOARD OF DIRECTORS APPROVED SUBMISSION OF THE FORM 990 TO THE IRS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT AND PROVIDES A LIST OF DISCLOSURES WHERE THERE MAY BE A POTENTIAL CONFLICT OF INTEREST. FOUNDATION DIRECTORS ABSTAIN FROM VOTING WHEN THERE IS A POSSIBLE CONFLICT OF INTEREST, AND IT IS DOCUMENTED IN THE MINUTES OF THE MEETING. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE PRESIDENT AND CEO'S COMPENSATION IS DETERMINED BY CONDUCTING A FORMAL WRITTEN AND VERBAL EVALUATION TO DETERMINE IF GOALS HAVE BEEN MET;REVIEWING THE BUDGET TO DETERMINE FUNDS AVAILABLE FOR SALARIES; OBTAINING DATA ON CHANGES TO THE NATIONAL COST OF LIVING; AND REVIEWING COMPARABLE SALARIES AS SURVEYED BY THE COUNCIL OF MICHIGAN FOUNDATIONS, THE NATIONAL COUNCIL ON FOUNDATIONS, AND A LOCAL SALARY AND BENEFITS SURVEY. THE EXECUTIVE COMMITTEE CONDUCTS THE FORMAL EVALUATION OF THE PRESIDENT & CEO, REPORTS ON THIS EVALUATION TO THE FULL BOARD OF DIRECTORS, AND MAKES A RECOMMENDATION FOR THE SALARY ADJUSTMENT. THE FULL BOARD VOTES ON ANY CHANGES IN SALARY. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR ALL EMPLOYEES OTHER THAN THE PRESIDENT & CEO, WAS DETERMINED BY THE PRESIDENT & CEO, AFTER FORMAL WRITTEN AND VERBAL EVALUATIONS, REVIEW OF THE MONIES AVAILABLE IN THE BUDGET APPROVED BY THE BOARD, REVIEW OF THE COST OF LIVING ADJUSTMENT, AND REVIEWING COMPARABLE SALARIES FOR THE POSITIONS IN LOCAL, STATE AND NATIONAL SURVEYS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON REQUEST. ADDITIONALLY, THE FOUNDATION INCLUDES A STATEMENT OF FINANCIAL POSITION AND A STATEMENT OF ACTIVITIES IN THE ANNUAL REPORT, AND STATES THAT INDIVIDUALS CAN CONTACT THE FOUNDATION OFFICE TO RECEIVE A FULL COPY OF THE ANNUAL AUDIT. |
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